35th Annual

Special Institute for Tax Preparers & Accountants


Monday, November 17, 2014
8 a.m.-4:30 p.m. •
CRN 140555
Center of New Hampshire/Radisson Hotel, Manchester

Register Early to Take Advantage of the Discount!
$185 if registered by November 2
($210 after Nov. 2)

sponsored by
Professional Development & Training

in cooperation with
Internal Revenue Service
Northeast Area, Office of Stakeholder Liaison

Get updates on new tax laws and procedures and review other related topics.

Request a brochure to be mailed to you.

Download a pdf of the Institute brochure.

Register Now!

8:00 a.m. Check-in
Coffee and Danish provided
8:30-10:10 a.m. Concurrent Track Sessions
10:10-10:20 a.m. Refreshment Break
Assembly Area
10:20-Noon a.m. Concurrent Track Sessions (Continued)
Noon-1:00 p.m.

Welcome from UNH & IRS

Luncheon Speaker
Paula McCallion
Examination Group Manager
Manchester, NH

1:00-2:40 p.m. Concurrent Track Sessions (Continued from morning)
2:40-2:50 p.m. Refreshment Break
2:50-4:30 p.m. Concurrent Track Sessions (Continued)


Individual Tax Issues & Updates
(2 CE Credits—Category: Federal Tax Law Update)

This is an instructor-led session. Topics include a discussion of tax legislation enacted in late 2013 and 2014, recent court decisions and administrative pronouncements that have an impact on individual taxpayers. In addition, there will be a review of various expiring provisions of prior legislation, a review of the Healthcare provisions becoming effective, and a review of the new Net Investment Income taxes.

Anthony L. Olson
, CPA/PFS, is an independent consultant specializing in tax and financial planning. Formerly he was Asst. Treasurer of ChemDesign Corp., where he was responsible for all tax and insurance matters. Prior to that he was a tax manager for KPMG Peat Marwick. He is a member of the AICPA and NH Society of CPAs. He has led this session of the Tax Institute for several years and has made numerous presentations for the AICPA and State Societies of CPAs. He also teaches taxation and financial courses at Fitchburg State and Worcester Polytechnic Institute.

Kevin C. Kennedy is a partner of Maloney & Kennedy, PLLC, a certified public accounting firm with offices in Auburn and Concord, NH. Mr. Kennedy has worked in both the public and private sectors of accounting. He received his credentials as a Certified Fraud Examiner (CFE) from the Association of Certified Fraud Examiners. Maloney & Kennedy, PLLC specializes in services including tax, litigation and valuation, and financial statements. The firm also provides reports and testimony as expert witnesses.

Small Business Tax Law Update
(2 CE Credits—Category: Federal Tax Law Update)

This is an instructor-led session. Topics include a discussion of tax legislation enacted in late 2013 and 2014, recent court decisions, and administrative pronouncements that have an impact on small business taxpayers.

Instructor: Richard A. Sweeney, EA, JD, retired in November 2013 after 32 years at the IRS, most recently as a Seniors Appeals Officer, resolving complex tax cases without litigation. Previously he was a Revenue Agent conducting tax audits on a wide range of business entities, and an IRS Tax Professional Stakeholder Liaison teaching tax law and IRS processes and procedures to tax professionals throughout New England. He continues to teach, has begun a tax practice, Sweeney Tax Consulting, in the Boston area, and works part-time for Donahue & Associates, in Cambridge, Mass., preparing tax returns, consulting, and representing clients before the IRS and Mass. DOR during audits and in appeals.

IRS Key Messages
(2 CE Credits—Category: Federal Tax Law Update)

This is an instructor-led session. This session is designed to provide current IRS Key Messages for Tax Practitioners. This prsentation will also include information on the new on-line “Get Transcript” feature for individuals and the resources available to the practitioner, payroll and small business communities on IRS.gov.

Speaker: Mary Hanson, IRS Senior Stakeholder Liaison, in the Boston IRS.

Open Session—Ask the Experts

IRS representative Mary Hanson will be available to meet with you to discuss and answer your individual questions.


New Hampshire & Massachusetts State Taxes
The first half will be presented by Peter Colbath of the NH Dept. of Revenue Administration. Topics will include: legislative changes resulting from the 2014 Legislative Session and prior sessions that are in effect for the current filing season; forms update, including expected changes and status of completion; e-file update; new website; new Customer Service Group; filing reminders; and common filing errors.

The second half will be presented by George Barresi of the Mass. Dept of Revenue and will focus on the DOR’s publically written statements (Rulings, Technical Information Release, Directives) as well as Mass. 2014 court decisions affecting Mass. taxation with emphasis on personal income tax.

Maine and Vermont State Taxes
Maribeth Spellman, Director, Division of Policy, Outreach, and Legislative Affairs, from Vermont Dept. of Taxes, and Christina Ward from the Maine Revenue Services will discuss developments in their laws, programs, and procedures for tax year 2014



Track 1
Individual Tax Issues
NH and MA State Taxes
VT and ME State Taxes
Small Business Tax Law Update

Track 2
Individual Tax Issues
VT and ME State Taxes
NH and MA State Taxes
Open Session—Ask the Experts

Track 3
Open Session—Ask the Experts
IRS Key Messages
NH and MA State Taxes
Individual Tax Issues

Track 4
Small Business Tax Law Update
NH/MA State Taxes
IRS Key Messages
Individual Tax Issues


General Information

Who Should Attend

This Institute is designed for professional tax practitioners, tax return preparers, accountants, bookkeepers, attorneys, paralegals, and others who need to keep abreast of the constantly changing federal tax laws and regulations.

An Annual Program

More than 200 practitioners participated last year in the UNH/IRS Tax Practitioner Institute. Annual attendance makes it possible for participants to stay current with the many changes in the federal and state tax laws.


Instructors for the Institute are local tax professionals and tax specialists from the Internal Revenue Service and the states of Maine, Massachusetts, Vermont and New Hampshire Departments of Tax and Revenue Administration.


Four tracks will be offered to participants during the Institute. This allows you to select the topics most appropriate to your needs. On the registration form, please indicate the track you wish to attend. Registrations will be accepted on a first-come, first-serve basis. We will make every effort to place you in your preferred track, but if space becomes unavailable, you will be assigned to another track.

Special Materials

Institute participants will receive a reference manual for use during the Institute and afterwards. The manual is designed for the 2014 filing season and will be distributed only at the Institute. It will not be mailed. IRS publications will be provided if available.

CPE Credit

If you are a licensed accountant in New Hampshire and wish to use the Tax Institute for continuing professional education credit, you will receive a certificate of attendance at the end of the institute that states topics and minutes of duration of each session. Please be sure to stop by the registration desk to pick up your certificate.

IRS Continuing Education Credit

This institute qualifies for IRS CE credit for Enrolled Agents (EA). Participation in this program is voluntary for other tax return preparers. CE credits will be posted to PTIN accounts for any participant who provides their PTIN, regardless of credentials. Please be sure to provide your PTIN and name as they appear in your PTIN account when you register for this program.

Cost and Refund Policy

Tuition is $185 if registration is received by November 2 . Registrations postmarked or received after November 2 are $210. Withdrawals received prior to November 2 are subject to a $25 processing fee. Withdrawals postmarked or received between Nov. 2-10 are subject to a $75 meal and materials charge. No refunds after November 10, 2014.

What Cost Includes

The Institute charge includes instruction, reference manual, lunch, coffee breaks, and free parking with validation.

Directions and Parking

The Tax Institute will be held at the Center of New Hampshire/Radisson Hotel at 700 Elm Street in downtown Manchester. Manchester is located approximately 47 miles west of Portsmouth and 18 miles south of Concord, N.H.
• From Portsmouth, take Rte. 101 west to Rte. 293 (Manchester). Take Exit 5 (Granite Street). Bear right on Granite Street.
• From Concord, take Rte. 93 south to Rte. 293 south. Take the Amoskeag Bridge exit (across river) to Elm Street. Turn right on Elm Street. Follow Elm Street until you come to the Center on the right.
• From Boston, take Rte. 93 north to Rte. 293 north (Manchester). Take Exit 5 (Granite Street). Bear right on Granite Street.
• The parking garage can be entered either from the Elm Street or Granite Street entrances.
• Park in the Center’s parking garage. Bring your parking ticket to check-in so it can be validated for free parking.

Inclement Weather

Only in the event of a major storm will the Institute be cancelled. Radio announcements will be broadcast on: Manchester stations, WGIR, WZID; Concord, WEVO; Dover, WOKQ; and Portsmouth, WHEB. For further information contact the hotel at (603) 625-1000.

Overnight Accommodations

Hotel reservations can be made by calling the Center of New Hampshire at (603) 625-1000.

For More Information

For more information, please call (603) 862-4344.

Disclaimer of Endorsement

Reference to or presence of any specific commercial product, process, or service by trade name, or otherwise, in this publication or at the event does not constitute or imply its endorsement, recommendation, or favoring by the Internal Revenue Service or UNH.


How to Register

  • On the Web: Click here to complete an online registration form.
  • By phone. Call (603) 862-7380 with VISA, MasterCard, or Discover.
  • By fax. Click here to download a pdf version of the registration form that you can fill in and fax with credit card information to (603) 862-7381.
  • By mail. Click here to download a pdf version of the registration form that you can fill in and mail with payment to UNH Registration, 11 Garrison Ave., Room G50/14E, Durham, NH 03824

Download a pdf of the Institute brochure.

Request a brochure.

© Copyright 2014 by UNH Professional Development and Training.
Comments or suggestions: lac@cisunix.unh.edu